Organise and track your contact information, activities and interactions.

Introducing Modern Workplace Contact Manager

MW Contact Manager is an easy-to-use contact management solution that works both in the browser and on mobile devices.

It helps you manage your clients, prospects, suppliers and other contacts more efficiently, improving your relationship management with your important contacts and the organisations you work with.

​Manage contacts in one place

MW Contact Manager makes it easier to organise your contacts in a single location that is always accessible, wherever you are.

You can store, manage and categorise detailed information for companies and contacts (including for data privacy compliance). Users are able to easily access contact details for telephone and email communication, or to review contact history, add notes or schedule future activity.

Accessible from any device

In the browser, MW Contact Manager gives you a single view of all your contacts and contact interactions. When you are on-the-go, the mobile app gives you quick access to contact details and activity history.

Using the mobile app, you can also add and edit contact details and add new quick notes. The app includes a 'My Activity' dashboard so you can focus on your own contact notes history.

Contact notes and activity

MW Contact Manager enables you to record, log and track all your important contact interactions.
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Contact notes help you to track and manage relationships – for sales, client servicing, supplier management, cases or any other contact activity. You can record notes and activity updates and schedule follow up actions to keep on top of your relationship activity.

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Centralise contact management

Improve data security and compliance

Streamline interactions and activity

Boost productivity with M365 integration

Improve contact relationships

Leverage M365 to save time and money

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Use your own Microsoft 365 service to centralise and control contact management

Modern Contact Management for the Modern Workplace

MW Contact Manager uses Microsoft 365 technology to provide a modern user experience that is simple and easy to use. The service is available on any device from any location and users are automatically signed in securely with their normal Microsoft 365 credentials.

MW Contact Manager is designed to be ‘Teams Ready’. It can be added easily to Microsoft Teams, so all its features and your contact data are accessible within the Teams experience.

Contact and activity information

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Track notes and activities

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Browser personal home page

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Browser contact dashboard

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Use with MW Sales Manager to extend your CRM capabilities

MW Contact Manager is designed to work with the MW Sales Manager app, so you have a single golden source of contact information that is used across the organisation.
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With a single source of information, all staff - whether they are working directly on sales, or on client service or other functions outside sales - will always be up to date with contact activity and the latest status of contacts. 

SALES MANAGER

Use with MW Staff Hub to track the In / Out status of your staff

MW Contact Manager can optionally be integrated with MW Staff Hub, which helps you to keep track of your staff and provides In / Out visibility across your organisation.

Staff using the MW Staff Hub mobile app to keep their In / Out status up to date, can be routed automatically to MW Contact Manager when they want to schedule a client visit. When a follow up activity for the client visit is scheduled, you can choose whether you want the In / Out status of your staff to be updated in MW Staff Hub, so everyone can easily and quickly see who is in and who is out, where people are and when they plan to return.

STAFF HUB

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Feature Highlights

• ​Store and manage detailed contact and company information
• Record and access notes for contact interactions and activity
  
• Schedule follow up activities
  
• Single view Contact Dashboard
  
• ‘One click’ email and phone call communication
  
• Personal home page with pinned favourite contacts
  
• Mobile ‘My Activity’ dashboard
  
• Captures Lawful Basis for data privacy compliance
  
• Integration with MW Sales Manager
  
• ​Custom reporting and easy export to Excel

Download the flyer

Contact us for a demo or for more information

CONTACT